FCTR icon

First Trust Lunt US Factor Rotation ETF
FCTR

31.36 USD
+0.12
0.38%
At close Apr 30, 4:00 PM EDT
1 day
0.38%
5 days
3.88%
1 month
1.42%
3 months
-8.54%
6 months
-1.07%
Year to date
-4.94%
1 year
5.02%
5 years
54.25%
10 years
55.94%
0
Funds holding %
of 7,425 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

12% more capital invested

Capital invested by funds: $49M [Q3] → $54.8M (+$5.8M) [Q4]

4.24% more ownership

Funds ownership: 73.88% [Q3] → 78.12% (+4.24%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

14% less funds holding

Funds holding: 42 [Q3] → 36 (-6) [Q4]

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

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Research analyst outlook

We haven’t received any recent analyst ratings for FCTR.

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Financial journalist opinion

Neutral
Seeking Alpha
2 months ago
FCTR: A Rotating Strategy Going In Circles
The First Trust Lunt U.S. Factor Rotation ETF implements a rotating allocation strategy among four factors: momentum, value, volatility and quality. The factor allocation is evaluated monthly, resulting in a high turnover. The return since inception of FCTR is underwhelming compared to the S&P 500 and an equal-weight portfolio of single-factor ETFs based on the four factors involved.
FCTR: A Rotating Strategy Going In Circles
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